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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,357,928 | $108,942+1146.5% | $100,415+1252.3% | $145,897+830.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.86% | 58.27%-35.4pp | 49.47%-26.6pp | 552.29%-529.4pp |
| Employer contribution / active EE | $7,695 | $4,422+74.0% | $3,943+95.2% | $4,663+65.0% |
| Participant deferral / active EE | $15,803 | $8,461+86.8% | $8,091+95.3% | $6,689+136.2% |
| Admin fee / account holder | $32 | $9,702-99.7% | $7,906-99.6% | $13,390-99.8% |